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The Weekend Edition # 159 - The State of the US Consumer
Feb 02, 2025

The Weekend Edition # 159 - The State of the US Consumer

Macro Recap: A Very Long Week; Macro Update: The State of the US Consumer; Closing Thoughts: Eventful Weekends, Ugly Monday Mornings

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 157 - Yields at 5% could be a reality
Jan 12, 2025

The Weekend Edition # 157 - Yields at 5% could be a reality

Pressure from Yields; A Bumpy Earnings Season Ahead; and Can the Fed cut in 2025?

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Last Fed Preview for 2024
Dec 17, 2024

The Last Fed Preview for 2024

What's next for the Fed in 2025?

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 155 - Jobs Market Steady
Dec 08, 2024

The Weekend Edition # 155 - Jobs Market Steady

Markets Marching Higher; Jobs Market Steady; Revised Projections

Ayesha Tariq
Ayesha Tariq
ThemesThemes
Shifting Sands - Global Outlook for 2025
Dec 01, 2024

Shifting Sands - Global Outlook for 2025

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 153 - Immigration Policy: Wage Shock Ahead?
Nov 17, 2024

The Weekend Edition # 153 - Immigration Policy: Wage Shock Ahead?

Market Recap: Pullback; Macro: Immigration Policy; Closing Thoughts: No Cuts for You

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 152 - US Election Special
Nov 03, 2024

The Weekend Edition # 152 - US Election Special

Ayesha Tariq
Ayesha Tariq
ThemesThemes
US Elections: Commodity Prices
Oct 30, 2024

US Elections: Commodity Prices

A look at how each candidates policies may affect commodity prices, if elected President

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 151 - The Final Stretch
Oct 27, 2024

The Weekend Edition # 151 - The Final Stretch

Market Recap: Rocky week; Macro: The Final Stretch; Closing Thoughts: Big Earnings

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 150 - Talking about Inflation Again?
Oct 13, 2024

The Weekend Edition # 150 - Talking about Inflation Again?

Market Recap: ATHs; Macro: Inflation again?; Closing Thoughts: Decent start to Earnings Season

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 149 - The Battle of the Cuts
Oct 06, 2024

The Weekend Edition # 149 - The Battle of the Cuts

Market Recap: World Events; Macro: The Battle of the Cuts; Closing Thoughts: Bumpy October

Ayesha Tariq
Ayesha Tariq
ThemesThemes
The Weekend Edition # 148 - The Era of Easy Money?
Sep 29, 2024

The Weekend Edition # 148 - The Era of Easy Money?

Market Recap: Everything Rallies ; Thoughts before US 3Q Earnings Season Ahead

Ayesha Tariq
Ayesha Tariq
When Macro and Momentum Meet, We See Opportunity

MacroVisor

When Macro and Momentum Meet, We See Opportunity

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